+31.7%
VRSN vs VOO
+81.6%
-49.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +2.0% |
| 7D | -1.0% | -0.4% | -0.7% | -0.8% |
| 30D | -1.9% | -1.4% | -0.5% | -0.9% |
| 3M | +1.4% | +3.7% | -2.3% | -1.6% |
| 6M | +19.0% | +13.0% | +6.0% | +7.8% |
| YTD | +19.2% | +12.4% | +6.8% | +8.1% |
| 1Y | +1.7% | +18.6% | -16.9% | -12.0% |
| 3Y | +41.4% | +78.1% | -36.6% | -18.1% |
| 5Y | +31.7% | +82.3% | -50.6% | -25.0% |
| All | +31.7% | +81.6% | -49.9% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling